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What to include when amending a return for a rollover 1099-r

I failed to input on my original 1040 the info from a 1099-R I received for a direct rollover of an old 401K into my current employer's 401K.  This had no effect on taxable income or my refund (which I already received), but my original 1040 is inaccurate because line 16a is blank.  (Line 16b is remains zero because it's not taxable.)

I have already filled out the 1040X via Turbotax, but I'm confused about the instructions -- Form 1040X does not reflect what the change to my original 1040 is, except in the comment I wrote.  When I printed out the package from Turbotax, there is a new 1040 behind the 1040X which has the correct numbers in lines 16a/b.  Do I send that as well with the 1040X?  In the IRS instructions, it doesn't mention sending a changed 1040 anywhere.   If I do send that, do I include all the schedules etc. (which have not changed)?    And do I send a copy of the 1099-R?  Thanks very much.
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2 Replies

What to include when amending a return for a rollover 1099-r

You send the 1040X and the 1040 because it changed, even though there was no tax effect.  No need to send any of the schedules or the 1099-R.

What to include when amending a return for a rollover 1099-r

Thank you so much, this saved my bacon this year. I was about to send everything!

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